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Best financial advisors in E Cleveland, OH

Registered advisers within 25 miles of E Cleveland, OH.

Offices
890
Firms
293
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,314,968 clients when Item 5C has a number
Avg / client
$5.30M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KEY INVESTMENT SERVICES LLC
VALMARK ADVISERS, INC.
PARTNERS INVESTMENT SERVICES, INC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ULTRA ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT FINANCIAL PARTNERS
PURTILL FINANCIAL LLC
SILVER OAK SECURITIES, INCORPORATED
THE O.H.I.O. FUND
PFS INVESTMENTS INC.
SCALECO CAPITAL
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC

Investors

James Neil Redmond
Erin McNevan
David H Lavelle
BORIS MARKOVICH KAGARLITSKIY
Ryan Hartland
THOMAS BRESLIN STRAUCHON
THOMAS FRANCIS DOWD
JOHN ANTHONY BARBISH
PETER LAWRENCE MOONEY
Shreya Sharma
LAURIE ANN LONGSTRETH
Andrew Walter Grannis
THOMAS P. GERACI
MICHAEL DONALD PURTILL
CARLY ANN PURTILL
JEREMY MICHAEL SAHAM
HOWARD PAUL NOCK
SARIT ZAMIR
MELANIE SUE JOHNSON
REBECCA ANN BARBE
Maximilian Turner
Michael T Moore
MICHAEL REITMAN FRIEDLANDER
KIP ANDREW HOOVER

Within 25 miles of E Cleveland, OH, Best Investors lists 293 registered investment advisory firms with 890 offices nearby, managing about $17.6T in combined regulatory AUM across 3,314,968 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in E Cleveland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM